Christopher Casey
Christopher Casey is a CFA-designated registered investment advisor at Windrock Wealth Management, based in Naperville, IL, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 73 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.0M | 1.25% |
| $3.0M - $8.0M | 0.90% |
| $8.0M - $18.0M | 0.70% |
| $18M+ | 0.25% |
Minimum quarterly fee of $1,875 for portfolios under $10 million; minimum quarterly fee of $12,500 for portfolios exceeding $10 million. Fees may be subject to different arrangements based on factors such as size and type of assets, complexity and client needs.
Fee Estimator
Location
225 West Jefferson Avenue, Suite 2, Naperville, IL, 60540
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Regulatory History (1)
Customer Dispute
January 2026Employment History
Current Registrations
Windrock Wealth Management
State Registrations1 state
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